Increase Your Client Onboarding Rate In 3 Minutes…

You could be losing potential customers right now because your onboarding process has friction you’re not aware it has.

It may seem unlikely, but I guarantee if you implement what I’m about to tell you, your results are going to 📈📈

Let’s get into it.

Simple VS Complex

Here’s a standard email close - “Let me know what you think of this and when it would suit you to hop on a phone call.”

Sounds pretty clear and concise right?

Nope.

This close gives them two options to go down - for normal people that’s one thing too many, now they’re confused and don’t have a clear path to follow.

And a confused customer does the worst thing possible… nothing

It may look straightforward to you right now, but I’d bet you out of 100 people who would say yes to the offer, 5 would back out because of this unclear call to action.

Which is so frustrating, especially when the fix is so easy!

So how would we improve this?

If you want them to get on a call: “Click the link to schedule a time for a call at your convenience.”

If you want them to provide feedback on your idea: “Let me know what your thoughts on this are”

These tell them exactly what to do, their brain has no room to get confused so you can get the response you’re after.

Simples (meerkat noise)

How I Make Client Onboarding Smooooth As Hell 

Run an ad → Sole purpose is to get a response

Communication with lead to get them on a call → All messages should move them closer to getting them on said call

Have a sales call → Sole purpose is to close them into a paying client

Work with them → Deliver massive results.

Whatever the objective is of each part of your onboarding process, make the entire objective based around getting that outcome.

That way you get the best chance, and don’t veer off course and end up doing something different.

As an added bonus, following this system will allow you to see where there’s room to improve, and sign more people up.

For example if your ads are getting a solid 10% response rate, and you’re converting 50% of those responses onto a call. But you’re only closing 5-10% of all those. Then you know you need to work on your sales calls.

That’s the power of simple marketing. Never forget: people are good at following simple instructions, and the key to simple instructions is to give them one thing to do at a time.

If you have any questions about this, then first, that’d be very ironic, and second feel free to message me at josh@reddragonmarketing.co.uk and I will be happy to help.

Have a great day

Josh